AlfaBleed

A thread on zooming out and regime detection: In crypto, it is easy to get lost in the heat of the moment when markets are going wild. Yet one of the most important skills is to be able to zoom out and keep track of macro market conditions to evaluate your overall positioning 1/8

@mayukh_panja Nobody (sane) was against them opening up an office in general, its just that they basically destroy cultural hubs. Just build your office in the industrial/outskirt areas..

@mayukh_panja For sure investment is needed and nice, but it's always the same shit. Everyone wants to be in the "cool" parts of town; then they literally destroy what made this part cool so it becomes soulless and gentrified

True story: I went on one of these touristy Berlin boat rides on the Spree. The tour guide at some point bragged about the fact that Google was supposed to open an office in Kreuzberg and the good people of Berlin drove them away with protests and marches. I am optimistic that the Chancellor is at least saying a lot of the right things. But the people of Berlin scare me.

Pre Incentives for @LidoFinance v3 launch signup are here: t.me/manifoldfinanc… The xga.com auction incentives are for more than just Node Operators and LPs! Find out more:

@cobie good trade

when i started building echo 2 years ago, i knew it had 95% chance of failing. to be honest, i couldnt really imagine any other outcome, but i thought at least it may be a noble failure worth attempting. i certainly didn't think echo would be sold to coinbase, but, here we are: today coinbase bought echo for ~$375m. echo will remain a standalone platform under its current brand for now, but we will integrate sonar's public sale product into coinbase, and likely introduce new ways for founders to access investors, and for investors to access opportunities into coinbase itself. over the years i have chatted to brian a handful of times, and mostly to complain at him honestly. i have always respected how brian would listen to an outsider chat shit at him on the phone and take the feedback seriously. now, instead of complaining, i will have the opportunity try to do the work to make things better. crypto itself has moved on a long way since we started working on echo. i guess partially this is because of the election result. but, i feel energised by a lot of the cool things being built in crypto again: hyperliquid, zcash, stablecoin supercyle, and so on. feels like a good time to be on the field instead of an idiot with a twitter account yapping nonsense. well, i guess i still will be that. anyway, job's not finished. onwards. oh fuck yeah, before i go, the final season of up only (now "unc only" due to our severe old age) will commence when we figure out who the guests should be lol cobber

Tom Lee is an absolute mad man. He's raising another 20B to buy ETH. As long as we have a massive telegraphed bid for ETH you simply remain giga bullish. This is fun.

Two big announcements coming this week, and that's not even counting an airdrop. Block Building will never be the same. #etherum

@wafxles When you're in this space long enough, you stop counting the amount of times you "fumbled gen wealth". Could've, would've, should've have never made me money. Click clicking, keep gambling.

Introducing AVS Compression: The future of restaking efficiency! ReStake once, earn multiple yields while reducing operational complexity and eliminate slashing risk - This is how we scale #Restaking @eigencloud and @symbioticfi forums.manifoldfinance.com/t/gloated-roll…

Community Update for $FOLD We're excited to announce strategic steps to support long-term liquidity*for $FOLD Full post is available here; forums.manifoldfinance.com/t/community-up… Summary of what's happening:

@jonbma @Chainflip

🚨 December 2024 Stablecoin Market Map 🚨 Any others we should add?

@cryptoMIB Full video is out

@AgentChud The true flippening is the $flip bag to no1 position in my pf

@PaoloTasca please have a look at my dm. I have a question regarding the "Decentralization Comparative Model Across Blockchains" Report from September 2024 from Nodiens

Here’s the plan: Bullish on $ETH until May, aiming for 10k. Then, take profits and step back. The real play is for 20k by the end of 2025. Ride the early wave, then let the long-term gains roll in.

@Curvance @0xMai wen

Devs are doing things. The DeFi renaissance is inevitable.

Boris Epshteyn sounds like a pumpfun shitcoin

JUST IN: 🇺🇸 President-elect Donald Trump to meet with Coinbase CEO Brian Armstrong.

🚨SCOOP: 18 U.S. states have filed to sue the @SECGov and its commissioners, accusing them of unconstitutional overreach and unfair persecution of the #crypto industry under the leadership of agency chief @GaryGensler. The lawsuit, signed by 18 Republican Attorneys General, details how the agency has committed “gross government overreach” with its regulation by enforcement crusade against the $3 trillion industry, resulting in an infringement upon states’ rights to regulate their economies. Story developing and full write-up coming soon.